Automatic distribution of new conversations, or agent round-robin, is a Papo (https://papo.global/) feature that sequentially assigns new conversations from an inbox to the members of an associated team. This functionality ensures that the workload is evenly distributed among agents, optimizing response times and preventing any team member from becoming overwhelmed.
Agent round-robin is a fundamental strategy for customer service and sales teams that handle a high volume of interactions. By automating assignment, Papo eliminates the need for a manager to manually assign each new conversation, allowing the team to focus on what truly matters: serving the customer.
| Concept | Description |
|---|---|
| Round-Robin | A distribution method that assigns new tasks (conversations) to a group of people (agents) sequentially and rotationally. |
| Inbox | A communication channel configured in Papo (e.g., WhatsApp, Instagram, Email) that centralizes incoming messages. |
| Team | A group of agents (collaborators) created within the platform, usually based on a department or function (e.g., Sales Team, Support Team). |
| Automatic Assignment | The process by which the Papo platform assigns a new conversation to a specific team agent, without manual intervention. |
How Round-Robin Distribution Works
When a new conversation arrives in an inbox configured for a team, the Papo system automatically assigns it to the next agent in line, following a predefined order. For example, if the "Support Team" has agents Ana, Bruno, and Carla:
- The first conversation goes to Ana.
- The second conversation goes to Bruno.
- The third conversation goes to Carla.
- The fourth conversation goes back to Ana, restarting the cycle.
This method ensures that, over time, all team members receive a similar number of new conversations, promoting fairness and operational efficiency. The distribution considers agents who are associated with the team and available for service.
How to Configure Agent Round-Robin
To activate automatic distribution, you need to associate a team with an inbox. The round-robin system is activated by default when a team, rather than individual agents, is selected.
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Create Your Teams: First, organize your collaborators into teams. Go to your account settings and look for the team management section. Create groups such as "Sales Level 1," "Technical Support," or "After-Sales." Add the corresponding agents to each team.
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Access Inbox Settings:
- In the Papo dashboard, navigate to Settings.
- Click on Inboxes. You will see a list of all inboxes already configured in your account.
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Associate the Team with the Inbox:
- Choose the inbox where you want to implement round-robin (e.g., "WhatsApp Support") and click on its settings.
- Look for the option to add collaborators or teams. The interface will allow you to associate an entire team with the inbox.
- Select the desired team (e.g., "Support Team") from the list of teams you created in the first step.
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Save Changes: After associating the team, save the inbox settings. From this moment on, all new conversations arriving in this inbox will be automatically distributed among the members of the selected team, following the round-robin model.
Frequently Asked Questions (FAQ)
What happens if a team agent is offline?
Round-robin distribution is designed to be intelligent. Generally, the system prioritizes assigning conversations to agents who are online and available on the platform. If an agent is offline, the system may skip them in the queue and move to the next available member, ensuring the customer is served as quickly as possible.
Can I manually assign a conversation even with round-robin activated?
Yes. Even with automatic distribution working for new conversations, supervisors and other authorized agents can, at any time, manually assign or reassign a specific conversation to any team agent. This offers flexibility to handle special cases, such as escalations or services requiring a specialist.
Does round-robin consider the number of conversations each agent already has?
The standard round-robin method focuses on distributing the number of new conversations equally. It does not necessarily analyze the active workload (number of open conversations) of each agent in real-time. The goal is to ensure a fair distribution of service opportunities throughout the day.
Does round-robin work for all channels (WhatsApp, Instagram, Email)?
Yes. The round-robin functionality is linked to the inbox, not the specific channel. Once you centralize your channels (WhatsApp, Instagram, Facebook Messenger, Email, etc.) into inboxes in Papo, you can configure team-based distribution for any of them, unifying omnichannel service management.
How can I monitor if the distribution is effective?
Use Papo's reports. The platform offers performance analysis dashboards for teams and agents. You can monitor metrics such as the number of conversations resolved per agent, average response time, and service volume per team, allowing you to assess whether the workload is indeed balanced and if Service Level Agreement (SLA) objectives are being met.
Is it possible to have more than one team in the same inbox?
Details about advanced configurations, such as associating multiple teams with a single inbox, can be found in the platform's documentation or by consulting the options available directly in the Papo settings panel.
Read also
- How to associate inboxes with specific teams?
- Understanding the Team Report: How to analyze team performance?
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